See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,194 | $65,557-40.2% | $64,056-38.8% | $71,457-45.2% |
| Participation rate | 67.0% | 73.2%-6.2pp | 72.3%-5.3pp | 67.9%-0.9pp |
| Annual return | 20.16% | 18.94%+1.2pp | 33.69%-13.5pp | 28.85%-8.7pp |
| Employer contribution / active EE | $833 | $2,669-68.8% | $2,747-69.7% | $2,588-67.8% |
| Participant deferral / active EE | $797 | $3,626-78.0% | $3,880-79.5% | $4,289-81.4% |
| Admin fee / account holder | $1,791 | $616+190.8% | $3,068-41.6% | $1,587+12.9% |